LANCASTER, PA (August 6, 2025) – RKL Wealth Management ranked 35th in Accounting Today’s latest list of top CPA-affiliated investment advisory firms nationwide by assets under management (AUM). With nearly $2.1 billion in AUM, RKL Wealth Management, a subsidiary of RKL LLP, has demonstrated significant growth and expertise in the financial planning sector.
RKL Wealth Management is one of three Pennsylvania firms among the top 40, and the only one based in central Pennsylvania. The firm’s strategic focus on deepening existing client relationships, strategically entering new markets, and a robust client acquisition strategy has earned it a place among the industry’s key players.
“We are honored to be named among the top firms in the nation,” said Laurie Peer, President of RKL Wealth Management. “This achievement reflects the dedication and expertise of our team in providing exceptional service and value to our clients.”
Accounting Today’s 19th annual ranking received submissions from over 200 firms. The rankings are based on AUM figures reported by the firms. Visit accountingtoday.com to view the full list and learn more about the firm at rklcpa.com.
DISCLAIMER
Investment advisory services offered through RKL Wealth Management LLC. Consulting and tax services offered through RKL LLP. RKL Wealth Management LLC is a subsidiary of RKL LLP.
RKL Wealth Management LLC received this ranking in June 2025 based on its assets under management (AUM) as of April 2025. The ranking was given by Accounting Today.
